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Atlantic Edge Private Wealth Management’s CVR Partners UAN Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1K Hold
135
– – ﹤0.01% 375
2026
Q1 		$17.1K Hold
135
– – ﹤0.01% 339
2025
Q4 		$13.8K Hold
135
– – ﹤0.01% 346
2025
Q3 		$12.2K Hold
135
– – ﹤0.01% 353
2025
Q2 		$12K Hold
135
– – ﹤0.01% 346
2025
Q1 		$10.1K Hold
135
– – ﹤0.01% 343
2024
Q4 		$10.3K Hold
135
– – ﹤0.01% 338
2024
Q3 		$9.06K Hold
135
– – ﹤0.01% 343
2024
Q2 		$10.2K Hold
135
– – ﹤0.01% 313
2024
Q1 		$10.6K Hold
135
– – ﹤0.01% 309
2023
Q4 		$8.84K Buy
+135
New +$10.1K ﹤0.01% 303

Other funds holding UAN

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.43M AUM 17.52% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

Atlantic Edge Private Wealth Management's UAN Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its CVR Partners (UAN) position steady in Q2 2026 at 135 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Atlantic Edge Private Wealth Management first reported a position in UAN in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.1K in Q1 2026. 16 funds tracked by Wall St. Rank hold UAN as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 135 shares of CVR Partners worth $15.1K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its CVR Partners share count unchanged in Q2 2026.
  • CVR Partners made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Atlantic Edge Private Wealth Management first reported a position in CVR Partners in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's CVR Partners position peaked at $17.1K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held CVR Partners as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.